Strategies Wealth Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,820
Closed -$206K 185
2024
Q4
$206K Buy
+1,820
New +$195K 0.03% 122
2024
Q3
Sell
-2,232
Closed -$204K 100
2024
Q2
$204K Sell
2,232
-186
-8% -$16.5K 0.03% 89
2024
Q1
$222K Buy
2,418
+44
+2% +$3.92K 0.03% 88
2023
Q4
$212K Buy
+2,374
New +$197K 0.04% 80
2022
Q2
$201K Sell
2,918
-724
-20% -$57K 0.06% 79
2022
Q1
$337K Buy
+3,642
New +$334K 0.09% 68

Other funds holding XLY

Strategies Wealth Advisors's XLY Position: Q1 2025 in Review

Strategies Wealth Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2025, closing a stake of 1,820 shares — an estimated $206K sold.

Strategies Wealth Advisors first reported a position in XLY in Q1 2022 and held it in 6 quarters. The position peaked at $337K in Q1 2022. 1,218 funds tracked by Wall St. Rank hold XLY as of Q1 2025.

  • Strategies Wealth Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • Strategies Wealth Advisors sold 1,820 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2025, an estimated $206K.
  • Strategies Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2022 and held it in 6 quarters.
  • Strategies Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $337K in Q1 2022.
  • 1,218 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2025.

Based on Strategies Wealth Advisors's 13F filing for Q1 2025, filed 14 May 2025.